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Moneta Group Investment Advisors’s Alcoa AA Stock Holding History

Moneta Group Investment Advisors’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-79
Closed -$4K – 382
2018
Q1 		$4K Hold
79
– – ﹤0.01% 520
2017
Q4 		$4K Buy
+79
New +$3.61K ﹤0.01% 373
2015
Q4 		– Sell
-2,499
Closed -$58K – 138
2015
Q3 		$58K Buy
+2,499
New +$58.5K 0.02% 218

Other funds holding AA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's AA Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Alcoa (AA) in Q2 2018, closing a stake of 79 shares — an estimated $4K sold.

Moneta Group Investment Advisors first reported a position in AA in Q3 2015 and held it in 3 quarters. The position peaked at $58K in Q3 2015. 457 funds tracked by Wall St. Rank hold AA as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Alcoa position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 79 Alcoa shares in Q2 2018, an estimated $4K.
  • Moneta Group Investment Advisors first reported a position in Alcoa in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Alcoa position peaked at $58K in Q3 2015.
  • 457 funds tracked by Wall St. Rank held Alcoa as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.